United Kingdom Investment Approach

Our Approach – Relationship Investing

We focus on friendly, mutually beneficial transactions that have the full support of the "Partners” (including shareholders and executive management) in the companies that the Group is looking to invest in. The Group has a strong ethos of family values and firmly believes that without transparency, there can be no trust and without trust there can be no teamwork.  We therefore aim to invest with Partners that share these principles.

The Group is not a fund, but a privately owned family business and therefore has no time pressure to exit investments. This aligns our interest with our Partners and enables us to build long term Partnerships where decisions are made for long term mutual value generation, rather than short term profit maximisation. 

The Capricorn Capital Partners UK Ltd (CCPUK) team sources and executes transactions where the investment opportunity enhances the portfolio’s UK and European Strategy to develop distribution for financial service related products.

CCPUK works closely with senior managers of portfolio companies. Our aim is to grow and improve their businesses strategies and operations by providing them support and access to experts and industry specialists from a broader group, encouraging collaborative and trusting relationships across the portfolio. Our modus operandi is to invest in businesses at an early stage in their development with proven management teams, underpinned by good growth prospects and strong underlying value propositions. We look to partner with existing or strengthened management and actively work with management to build the value of the business. Specific areas where our team can add value include mergers and acquisitions, corporate finance, financial structuring, strategy development and execution, and financial controls and reporting.